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Technology Stocks : Intel Corporation (INTC)
INTC 48.26-0.7%Feb 5 3:59 PM EST
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To: StockMan who wrote (36066)10/15/1997 7:59:00 PM
From: John Chen   of 186894
 
Stockman, 'low-end?' the curve has been upsetted by CYRIX/AMD/...

There is no low-end PC. It is low-cost PC. INTEL should lower the
prices further instead of watching the $$$$. 30-40% margin is still
good.

The higher the price, the better the product, right. Maybe so, but
watch out if CYRIX/AMD... can illustrate that is not necessary so
or the price difference is not proportionate to the 'quality/
performance'.

Then all those 'CORPORATE buyers' which represents the 'majority of
buyers' will join the force and buy low-cost high-end PCs. Afterall,
they need to watch out for the cost too, if it gets to be a joke.

Do you think CORPORATE users need P-II to do Lotus-123 or Power.. or
whatever MSFT turns out. Well, they probably need bigger HDD or more
memory.
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